Adding events to a calendar
You can add any of the following event records to a calendar:
- A Meeting record — The Meeting object is defined in the Platform application and it includes the Event and Workflow attributes.
- A To-Do record — The To-Do object is defined in the Platform application and it includes the Task and Workflow attributes.
- A record whose object definition includes the Event or Task attribute.
See Object attributes for more information about the Event, Task, and Workflow attributes.
- Do one of the following:
Double-click a day, select the type of event to add, and click Create:From the Platform application, create a Meeting or To-Do record.From any application, create a record for any object that includes the Task or Event attribute.The New page for the type of record you are creating opens.
- Enter the fields for the new record:
For records whose object definition includes the Event attribute, fields include Subject, Location, Date/Time, Duration, Assigned To, Description,Private, and Pop-up Reminder. The following screen shows the New Meeting page:For records whose object definition includes the Task attribute, fields include Subject, Assigned To, Due Date, Priority, Description, and Private. The New To-Do page, shown below, also includes Workflow Status because it has the Workflow attribute:
- Click Save. Platform creates the record and the event appears in the calendar.